How to create a Department

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1. Click on ‘People group’, using the left-hand navigation panel.
2. Click on ‘Departments’.
3. It will take you to the ‘Departments List’. To create a new department, click the plus symbol in the top right corner.
4. Here you will be able to add a name to the department.
5. You can add an email address for that department too.
6. You can also set a budget for the department.
7. To add staff members, click the plus symbol in the top right of the ‘Assigned People’ box.
8. You will see a list of all your staff members. You can search for a specific staff member by using the search bar at the top.
9. You can add a staff member to the department by clicking on their record, and if they have been added this will show by the grey tick turning into a green tick.
10. When you have added all the staff members that are required, click the ’Submit’ button.
11. To save the department, click the green save icon in the top corner of the page.